Since 2018, Thomas Kavanagh has been working in Lenox Wealth Advisors based None, None. Thomas Kavanagh is a competent Vice President, Wealth Strategist - Financial Planning with over six years of work experience. According to Thomas's CV and work profile, the professional has worked at more than four places with numerous backgrounds and got different skills. Thomas attended school at the Columbia Business School from 1993 to 1995. This person has professional certification in Certified Financial Planner™ and Series 6 & 63. Thomas Kavanagh can be found in Westport, Connecticut – where the professional currently lives. You can search for this expert's e-mail and phone. We can also provide you with detailed contact information upon request.
Name variants:
Tom Kavanagh,
Tommy Kavanagh,
Damerl Kavanagh
Last updated Jun 21, 2024
Contact Information
Workplace
Vice President, Wealth Strategist - Financial Planning
New York, NY
Industry
Investment Management
Colleagues
Work History
Vice President, Wealth Strategist - Financial Planning
New York
Certified Financial Planner® serving high net worth individuals identify and achieve their long term goals with a thorough strategy of investments, asset allocation, tax planning, risk manag...
from May 2018
Portfolio Assistant
150 east Palmetto Park Rd, Boca Raton, FL 33432
Supported portfolio managers of international mutual funds and institutional investments.
May 1991 — Aug 1993
Education
1993 — 1995
1991 — 1992
1987 — 1991
1983 — 1987
Occupations
Executive
Director
Vice President
Financial Broker
Certified Financial Planner
Accountant
Finance and Accounting Specialist
Operations Manager
Chief Executive
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Retirement Planning
High Net Worth Individuals
Estate Planning
Investment Advisory
Personal Financial Planning
Asset Allocation
Series 6
Series 63
Finance
Asser Management
College Education Planning
Risk Management
Certified Financial Planner
FAQs about Thomas Kavanagh
What's the main profession of Thomas Kavanagh?
Thomas is a Director of Education.
What are the main profession of Thomas?
These person's professions are Executive and Director
Where does Thomas Kavanagh currently live?
Westport, Connecticut is the place where Thomas Kavanagh lives
Where did Thomas Kavanagh work?
Thomas Kavanagh worked at Lenox Wealth Advisors, Jtw Associates.
What education does Thomas Kavanagh have?
Thomas studied at the Columbia Business School from 1993 to 1995.
Are there any certifications, that Thomas Kavanagh has?
The professional received the following certifications: Certified Financial Planner™, Series 6 & 63, Life, Accident, and Health, and Certified Financial Planner (Cfp®).
What is professional industry that Thomas Kavanagh worked in?
Thomas Kavanagh works in Financial Services industry.
What are special skills of Thomas Kavanagh?
This professional has skills in the following areas: Wealth Management, Retirement Planning, High Net Worth Individuals, Estate Planning, Investment Advisory, Personal Financial Planning, and Asset Allocation.